Transaction Advisory Senior Associate, Operations

Carlo Hefti AG; Los Angeles, Irvine, East Brunswick Township, Princeton, Boston (CA, CA, NJ, NJ, MA); Remote; USD 110,000 - 130,000; Full time

Job summary

An established industry player is seeking a Senior Associate in Transaction Advisory with a focus on operations consulting and merger integrations. This role is pivotal in managing project workflows and driving operational synergies during mergers. With opportunities for professional growth and a collaborative environment, you will engage with diverse teams, utilize your analytical skills, and contribute to significant business transformations. If you're passionate about making a difference in a dynamic setting, this is the perfect opportunity for you to thrive and excel.

Qualifications

• Bachelor's degree in Accounting or Finance with 2+ years of M&A experience.
• High proficiency in Excel and PowerPoint required.

Responsibilities

• Manage multiple work streams and support merger integration phases.
• Create data analysis and present benchmarks for improvement.

Skills

Excel

PowerPoint

Analytical Skills

Financial Modeling

Communication Skills

Project Management

Data Analysis

Operational Consulting

Education

Bachelor's Degree in Accounting or Finance

Active CPA Certification

Job description

Transaction Advisory Senior Associate, Operations

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

We are currently accepting applications for a Senior Associate in Transaction Advisory specifically focusing on operations consulting and merger integrations. As a Senior Associate, you will be a vital member of the team driving project management work at various points in the merger integration process.

The Senior Associate can be based in any of the following US office locations (Boston, MA; New York, NY; Philadelphia, PA; Princeton, NJ; East Brunswick, NJ; Red Bank, NJ; Whippany, NJ; Saddle Brook, NJ; Bethesda, MD; Los Angeles, CA; Orange County, CA; San Francisco, CA) or remotely anywhere within the US.

Withum’s brand is a reflection of our people, our culture, and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time:

• Managing multiple work streams at any given time
• Process mapping and reengineering to bring recommended solutions to the table
• Creating and presenting data analysis including benchmarks and opportunities for improvement
• Participating in management discussions regarding business performance
• Identifying and supporting the realization of operational synergies in the merger integration phases
• Supporting clients to inform and shape the integration roadmap, including changes required to the operating model to support the long-term business strategy

The Kinds of People We Want to Talk to Have Many of The Following:

• A bachelor’s degree in Accounting or Finance and 2+ years of related M&A work experience; supported by an active CPA certification or in the process of obtaining one
• High proficiency in Excel and PowerPoint
• Effective communication skills both internally and externally, promoting active listening and consistently following up on open action items appropriately
• Excellent analytical skills and the confidence to translate complex data into meaningful insights
• Financial modeling skills a plus
• A proven record of excellence in data analysis and visualization
• The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts
• Operational consulting or project management experience
• Experience gained within another large professional services organization
• Public accounting experience
• Working knowledge of US GAAP and SEC reporting
• The desire to be a long-term contributor to a dynamic team

The compensation for this position will vary by location. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

NYC ranges are $110,000- $130,000
California ranges are $110,000- $130,000
Washington - Seattle ranges are $110,000- $130,000
Washington DC ranges are $110,000- $130,000
Maryland - Baltimore ranges are $110,000- $130,000
Rhode Island – Providence ranges are $110,000- $130,000
Massachusetts ranges are $110,000- $130,000

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the State of Colorado.

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WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.